Zachary Bernsdorf is a financial advisor with Aspire Capital Management, LLC in Columbus, OH. He holds a Series 66 designation and has nine years of industry experience. Prior to founding Aspire Capital Management, he worked at firms including Morgan Stanley, JP Morgan Securities LLC, and Protective Life Insurance Company. Aspire Capital Management is a state-registered investment adviser serving individual clients such as working professionals, pre-retirees, and retirees. The firm provides portfolio management, retirement-income planning, and financial planning with a focus on diversified, long-term asset allocation and fundamental research, operating on a flat, fee-only advisory model without asset minimums.

Claudia Mott is a CFP® certificant and Series 63 license holder with 13 years of industry experience. She has been the principal advisor at Epona Financial Solutions since 2010. Epona Financial Solutions is an independent, fee-only firm serving individuals and couples with financial planning, investment management, and divorce settlement analysis. The firm applies Modern Portfolio Theory to create diversified portfolios and specializes in divorce financial planning, providing detailed cash-flow and net-worth projections as part of its services.

Erich Barchi is a financial advisor at Row Your Own Boat, an independent investment advisory firm based in Malvern, PA. He holds a Series 66 designation and has 10 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. Row Your Own Boat provides discretionary portfolio management to individuals, high-net-worth clients, small businesses, and nonprofit institutions. The firm combines fundamental, technical, charting, and cyclical analyses to construct customized portfolios, employing both passive and active strategies tailored to client-specific investment guidelines.

Nathaniel Jackson is the sole advisor at Jay Blue Capital and holds a Series 65 designation. He has 11 years of experience working at The Collegiate School. Jay Blue Capital, LLC is a newly registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advice to individuals and business entities. The firm uses Modern Portfolio Theory and the Capital Asset Pricing Model, combining fundamental and technical analysis to manage portfolios across four risk-based strategies, including an options-based Aggressive Growth strategy.

Lanzi Butler is a financial advisor with Trane Capital, LLC in Austin, TX, holding a Series 66 designation and 12 years of industry experience. Butler has been with Trane Capital since 2012. Trane Capital LLC provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, charitable organizations, corporations, and other entities. The firm uses a fundamental investment approach focused on company financials, management, and industry outlook, and offers performance-based fee arrangements for qualified clients in addition to typical asset-based fees.

Jason Abruzere is a financial advisor at Weyhill Investment Counsel, LLC, holding the Series 63 and Series 65 credentials with 25 years of industry experience. He has worked at Weyhill Investment Counsel since 2004 and was previously involved with Weyhill Capital, LLC, and Weyhill Distribution Partners, LLC. Outside of advisory work, he managed Abruzere Properties, LLC for over a decade. Weyhill Investment Counsel is a fee-only Registered Investment Advisor serving individuals, families, high-net-worth investors, and small- to mid-size employer plans. The firm employs an evidence-based, Modern Portfolio Theory approach, offering diversified global portfolios primarily through institutional no-load mutual funds and low-cost ETFs, alongside a range of retirement-plan advisory services.

Gregory Quon is the sole advisor at Core Investment Management, LLC in Newport Beach, CA, holding a Series 63 designation with 20 years of industry experience. He has led Core Investment Management since 2007. In addition to his advisory role, Quon is a licensed insurance agent offering fixed annuities and life insurance. Core Investment Management provides discretionary investment supervisory services to individual and high-net-worth clients, managing portfolios with a range of securities including mutual funds, equities, bonds, ETFs, and REITs. The firm employs a combination of fundamental and technical analysis, using both long-term and short-term trading strategies, and manages approximately $16 million in assets.

Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Randall Kimmel is a CFP® and holds a Series 63 license, with two years of experience in financial advising at My Money Mgr, an independent fee-only firm based in Newport Beach, CA. Prior to this, he was retired for ten years. My Money Mgr serves individual clients, including high-net-worth households, offering discretionary investment management and project-based financial planning. The firm uses a combination of passive and active investment approaches and maintains a very small client roster, focusing on personalized service and individualized investment policies.

James Minor is a CFP®-certified financial advisor with 20 years of industry experience. He is the principal at Red Oak Capital Advisors in Salmon, Idaho, and has served as a partner at Ball & Minor CPA PA since 1998. Outside of financial advising, he is involved in real estate development and tax and accounting services through several related entities. Red Oak Capital Advisors provides investment management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach with customized portfolios that typically include bonds, ETFs, closed-end funds, and mutual funds, managing approximately $10.2 million in client assets.

Michael Bollinger is a CFP® with eight years of industry experience and is the sole advisor at Bollinger Wealth Management LLC in Plano, TX. He has worked at IHS Markit and has led his current firm since 2018. Bollinger Wealth Management provides portfolio management, financial planning, and personal tax return preparation services to individual and high-net-worth clients. The firm combines fundamental, quantitative, and technical analysis methods, managing all assets in-house with a range of strategies including options, margin, short sales, private placements, and venture capital.

Michael Dekovner is a CFP® with 22 years of industry experience and has served as the sole advisor at Mrd, Inc. since 2001. The firm provides discretionary investment management and retirement-plan advice to individuals, high-net-worth clients, trusts and estates, charitable organizations, businesses, and single-participant retirement plans. MRD, Inc. manages approximately $181.7 million across 73 client relationships, typically working with clients who meet a $1 million account threshold. The firm employs a combination of passive and active strategies using mutual funds and ETFs, alongside select alternative investments and fee-only annuities, and custodies client assets through Schwab.

Mathew Eardley is a financial advisor at Koinos Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at First Presbyterian Church, Foundant Technologies, and a decade at Jitasa. Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining passive and active strategies and offers fee-only services including ongoing investment management, standalone financial planning, and public educational seminars.

Richard Young is the sole advisor at Young Capital Management Inc in Fountain Hills, AZ, holding Series 63 and Series 65 licenses with 32 years of experience in the financial industry. He has been running his independent advisory firm since 1990. Young Capital Management, Inc. serves individual clients, including high-net-worth individuals, corporate pension and profit-sharing plans, small businesses, and institutional clients. The firm primarily focuses on individual equities using both fundamental and technical analysis, alongside mutual funds, ETFs, and fixed income, offering discretionary and non-discretionary portfolio management and financial planning.

David Johannsen is the sole advisor at Johannsen & Associates, Inc. in Santa Barbara, CA, with 36 years at the firm and a total of 20 years in the industry. Johannsen & Associates, Inc. provides discretionary investment management primarily for individuals, including high-net-worth clients, pension and profit-sharing plans, and trusts. The firm employs proprietary trend-following systems to allocate among mutual funds and uses a Fund Evaluation and Selection System to select equity funds, focusing exclusively on Fidelity mutual funds with direct execution.

Gene Tortorello is a CFA® charterholder with five years of industry experience. He is the principal advisor at 3i Wealth Management LLC and has prior experience at Hedged Alpha Capital Management, PGIM, and First Principles Capital Management. Outside of investment advisory, he provides tax advisory and accounting services. 3i Wealth Management primarily serves individual and high-net-worth clients with portfolio management and financial planning, also offering business and tax advisory services. The firm integrates modern portfolio theory and fundamental analysis with a long-term trading approach, employing derivative-based hedging strategies alongside conventional securities.

John Lewis is a financial advisor with Regatta Financial LLC, holding Series 63, 65, and 66 designations and bringing 23 years of industry experience. His prior roles include positions at Universal Medical, Private Client Services, Citigroup Global Markets, and H. Beck, Inc. Outside of finance, he co-owns TheraBleu, LLC, an e-commerce business supplying UVC lamps, and owns Campus Quick Fix, LLC, a franchise focused on device repairs for college students. Regatta Financial LLC provides discretionary asset management along with financial planning and consulting services to individuals and business entities. The firm emphasizes client goal documentation, risk tolerance alignment, and targeted consultation, utilizing technical analysis, charting, and Modern Portfolio Theory to construct and monitor portfolios.

Robert Mayo is a financial advisor at Covey Capital Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 14 years of industry experience. He has been with Covey Capital Advisors since 2007. Covey Capital Advisors provides discretionary investment advisory services to individuals, family partnerships, foundations, charitable organizations, and other investment adviser clients. The firm’s approach focuses on fundamental research and intrinsic-value analysis to identify securities trading below their intrinsic value and manages concentrated portfolios primarily through separately managed accounts and retirement-plan advice.

Richard Loek is a financial advisor with Onesta Wealth Management, LLC in Sacramento, CA, holding a Series 65 designation and 18 years of industry experience. He has been with Onesta Wealth Management since 2012 and also runs Calrima Financial & Insurance Agency, where he serves as CEO and insurance agent. Onesta Wealth Management provides personalized financial planning and asset management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, and cyclical analysis for portfolio monitoring and offers educational seminars and workshops without charge.

Timothy Machasio is a financial advisor at Salio Capital LLC, holding a Series 65 designation and beginning his advisory career in 2026. His background includes roles at Capital One Financial Corporation, Harvard University, Box Inc., Boston Consulting Group, and the University of Notre Dame. Salio Capital LLC is a state-registered investment adviser that provides fee-only financial planning and non-discretionary investment advice to individual clients. The firm focuses on tailored recommendations and fundamental analysis, typically advising on exchange-listed equities, ETFs, and mutual funds, while clients retain responsibility for implementing recommendations.